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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $327M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2712 New
Page 42 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ZD ZIFF DAVIS INC Communication Services 271.0 $10K 0.00% NEW $38.10 +11.1%
822 VNO VORNADO RLTY TR Real Estate 253.0 $10K 0.00% NEW $40.53 -22.0%
823 OXY OCCIDENTAL PETE CORP Energy 217.0 $10K 0.00% NEW $47.25 +24.5%
824 TRU TRANSUNION Industrials 122.0 $10K 0.00% NEW $83.79 -17.7%
825 WEC WEC ENERGY GROUP INC Utilities 89.0 $10K 0.00% NEW $114.60 -3.4%
826 INDB INDEPENDENT BK CORP MASS Financial Services 147.0 $10K 0.00% NEW $69.17 +13.7%
827 UUUU ENERGY FUELS INC Energy 662.0 $10K 0.00% NEW $15.35 +9.3%
828 SO SOUTHERN CO Utilities 107.0 $10K 0.00% NEW $94.76 -1.2%
829 FERROVIAL SE 173.0 $10K 0.00% NEW $58.60
830 VRTS VIRTUS INVT PARTNERS INC Financial Services 53.0 $10K 0.00% NEW $190.04 -27.4%
831 MINT PIMCO ETF TR 100.0 $10K 0.00% NEW $100.69 -0.1%
832 INVH INVITATION HOMES INC Real Estate 343.0 $10K 0.00% NEW $29.33 -1.0%
833 KEX KIRBY CORP Industrials 120.0 $10K 0.00% NEW $83.45 +74.5%
834 MIDD MIDDLEBY CORP Industrials 75.0 $10K 0.00% NEW $132.93 +9.2%
835 MYGN MYRIAD GENETICS INC Healthcare 1,375.0 $10K 0.00% NEW $7.23 -45.9%
836 GRAL GRAIL INC Healthcare 167.0 $10K 0.00% NEW $59.13 +14.8%
837 SLF SUN LIFE FINANCIAL INC. Financial Services 164.0 $10K 0.00% NEW $60.03 +21.6%
838 DVA DAVITA INC Healthcare 74.0 $10K 0.00% NEW $132.88 +49.5%
839 MKSI MKS INC. Technology 79.0 $10K 0.00% NEW $123.77 +153.0%
840 PRI PRIMERICA INC Financial Services 35.0 $10K 0.00% NEW $277.60 +1.2%
Page 42 of 136  ·  2,712 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Industrials 16.2%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 10.7%
Consumer Defensive 5.2%
Communication Services 5.1%
Real Estate 3.3%
Basic Materials 3.3%
Energy 3.3%